Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$790K Buy
2023
Q1
Sell
2022
Q4
$418K Sell
2022
Q3
$542K Buy
2022
Q2
$483K Sell
2022
Q1
$2.7M Sell
2021
Q4
$8.4M Buy
2021
Q3
$2.67M Sell
2021
Q2
$3.6M Buy
2021
Q1
$1.34M Buy